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Portfolio Manager jobs in South Carolina

The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

Recently Added Portfolio Manager jobs

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Sales Manager
  • Empire Portfolio Group
  • Fort Mill, SC OTHER
  • Position Summary

    The Sales Manager is responsible for new member sales and overall member experience. This person reaches out to new leads within 1-2 hours, books new Intros into class and gives Intros and current members the “white glove experience.” To secure this role, you are persistent in sales, goal-oriented, and energetic. You generate leads and execute marketing strategies to help achieve performance goals. You are confident, reliable and solution-oriented.

    Personal Attributes

    • Strong sales and communication skills
    • Attention to detail and ability to establish effective working relationships with both prospective and existing members
    • Multi-tasker with minimal supervision
    • Proven flexibility and willingness to handle various tasks independently and to meet deadlines
    • Provide excellent customer service

    Education Requirements

    • Bachelor’s degree
    • 1-2 years of sales experience, ideally in a fitness setting.

    Role Responsibilities/Duties

    • High focus on lead outreach, conversion and generation
    • Greet everyone who enters the studio with enthusiasm, energy, and knowledge
    • Give studio tours
    • Sell memberships to help the studio thrive and meet monthly goals
    • Follow up with prospective members
    • Handle member concerns in a professional and objective manner, with the goal of resolution
    • Participate in marketing and outreach events and initiatives
    • Work with manager to hit monthly KPI’s
    • Cross-train with Operations Manager to help with facility issues (e.g. maintenance and cleanliness of studio)

    Physical Demands

    • Physical requirements can vary. These must be reviewed with management. However, in general, the position requires the following physical activities: Ability to lift a minimum of 2 pounds to a maximum of 20 pounds unassisted; able to sit, stand, stoop, walk, stretch, reach frequently; moderate range of body motions.

    Beyond The Paycheck

    • Complimentary services and employee discounts with Orangetheory Fitness and Relive Health
    • Empire cares about you—we offer access to free mental health counseling
    • Discounts on theme parks, travel, movies, etc. through LifeMart and TicketsAtWork
    • Pre-tax commuter benefit plan to save on public transportation to/from work

    Our Mission: To bring out your best life through inspiring, motivating and exceptional moments

    Vision: To be the premier wellness portfolio that supercharges everyday life

    Values: Happy, Hungry, Humble, Healthy & Human

    Salary: $20 per hour plus commissions and bonus (potential annualized bonus/commissions up to $20k)

    Benefits

    • Medical, Dental, and Vision plus 401(k)
    • Employee discounts
    • Paid time off
    • Professional development assistance

    EEO Statement: Empire Portfolio Group is an equal opportunity employer and will not discriminate against any applicant or employee on the basis of age, race, color, religion, sex, national origin, disability, sexual orientation, gender identity, ancestry, marital status or other classification prohibited by applicable local, state or federal laws. This policy is applicable to hiring, termination, compensation, schedules, discipline, working conditions and all other aspects of employment. As an employee, you are expected to honor this policy and to take an active role in keeping harassment and discrimination out of the workplace. We are happy to work with otherwise qualified disabled employees in order to accommodate limitations, in accordance with the Americans with Disabilities Act (ADA). It is up to the employee to approach the office manager with this request and provide medical proof of his or her needs upon the Company’s request.
  • 2 Days Ago
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Sales Manager
  • Empire Portfolio Group
  • Rock Hill, SC FULL_TIME
  • Benefits:401(k)Bonus based on performanceCompetitive salaryDental insuranceEmployee discountsHealth insuranceOpportunity for advancementTraining & developmentUnleash your potential and ignite your pas...
  • 8 Days Ago
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Field Manager - Construction
  • HCI Equity Portfolio Partners
  • Columbia, SC FULL_TIME
  • Construction Field Manager - Multifamily Cabinetry - South East Territories Regent Cabinets is hiring (three) full-time Field Managers to manage job site projects throughout the South East. Three Terr...
  • 3 Days Ago
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Community Association Manager- Portfolio
  • Community Association Management Services (CAMS)
  • Greenville, SC FULL_TIME
  • Description Are you looking to join a company that values a supportive culture, inclusion, growth, and the ability to work in and out of the office on a flexible basis? CAMS (Community Association Man...
  • 3 Days Ago
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Portfolio Community Association Manager
  • Associa
  • Hilton Head Island, SC FULL_TIME
  • With more than 225 branch offices across North America, Associa is building the future of community for nearly five million residents worldwide. Our 11,000 team members lead the industry with unrivale...
  • 4 Days Ago
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Senior Portfolio Manager
  • Fifth Third Bank
  • Greenville, SC FULL_TIME
  • Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:The Portfolio Ma...
  • 4 Days Ago
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Portfolio Manager jobs at Popular Companies

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Portfolio Manager
  • Quest Financial
  • Atlanta, GA
  • Our client located in Midtown is looking for a Portfolio Manager to join their team! Pay: $100k - $120k In Office/Hybrid...
  • 6/11/2024 12:00:00 AM
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PORTFOLIO MANAGER
  • City of New York
  • New York, NY
  • Job Description The NYC Department of Environmental Protection (DEP) enriches the environment and protects public health...
  • 6/11/2024 12:00:00 AM
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Portfolio Manager
  • The Energy Authority
  • Bellevue, WA
  • About The Energy Authority The Energy Authority is a public power-owned, nonprofit corporation with offices in Jacksonvi...
  • 6/10/2024 12:00:00 AM
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Portfolio Manager
  • Harrington Starr
  • New York, NY
  • My client, a world renowned hedge fund, is looking for Portfolio Managers to join their team in one of their many U.S. o...
  • 6/10/2024 12:00:00 AM
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Portfolio Manager
  • SOL Capital Management
  • Rockville, MD
  • SOL Capital Management’s Investment Committee is adding a Portfolio Manager to our team. The primary function of the Por...
  • 6/10/2024 12:00:00 AM
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Portfolio Manager
  • EPITEC
  • Detroit, MI
  • Position: Portfolio Manager Location: Onsite - Detroit, MI Job Type: 1-year contract with the potential to be extended D...
  • 6/10/2024 12:00:00 AM
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Portfolio Manager
  • Huntington Hospital
  • Pasadena, CA
  • When you join the Huntington Hospital team, you are aligning yourself with an organization whose values drive our philos...
  • 6/9/2024 12:00:00 AM
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IT Portfolio Manager
  • Houston Methodist
  • Houston, TX
  • At Houston Methodist, the IT Portfolio Manager position is responsible for planning, directing, and coordinating a colle...
  • 5/7/2024 12:00:00 AM
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About South Carolina

South Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the Southeastern United States and the easternmost of the Deep South. It is bordered to the north by North Carolina, to the southeast by the Atlantic Ocean, and to the southwest by Georgia across the Savannah River. South Carolina became the eighth state to ratify the U.S. Constitution on May 23, 1788. South Carolina became the first state to vote in favor of secession from the Union on December 20, 1860. After the American Civil War, it was readmitted into the United States on June 25, 1868. South Carolina is the 40th most extensive and 23...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$109,043 to $151,146

Most Popular Cities in South Carolina for Portfolio Manager Jobs